Learning Center

Business Success Knowledge Circle: How to Rock Video Across your Client Experience

5 (1 vote)

Learn how to rock video powerfully and authentically to build trust, add value and create time efficiencies. We'll cover how to think about video beyond social media and your website and instead how to integrate it into your everyday workflow to digitize and humanize your client experience to drive meaningful growth. 

Candice Carlton

Executive Vice President

FiComm

Candice Carlton is an Executive Vice President at FiComm and leads Advisor Education business. She is responsible for developing the strategy and execution of programs and workshops that help the Modern Advisor to develop their own strategic marketing campaigns, initiatives, DIY Videos and Podcasts.

Prior to joining FiComm, she spent her career at two of the fastest growing and most innovative RIA’s in the US, starting on the trade desk of Mercer Advisors, a $5B RIA and then as The Global Director of Communications and Video at United Capital a $21B RIA, which was acquired by Goldman Sachs. She then went on to make cool videos for Financial Advisors, level up Communication Teams and Coach advisors as the Founder and Senior Consultant of AdvisorJam.

An expert, both on and off camera, she has hosted video and podcast episodes on everything from market updates to style tips for advisors and produced expert interview on Happiness, Living Richly and Client Experience coaching C-Suite Executives and hundreds of advisors to show up authentically at the mic and on–camera.

Candice graduated from The University of Cape Town with a degree in Finance and Economics. She is a Seth Godin AltMBA Alumni, passionate advocate of New Skool Marketing and champion of anything (and everything) that helps us feel connected to something bigger than ourselves.
In her spare time you can find Candice giving talks on meditation for companies like Lululemon and H+M, video blogging about her personal journey, drinking green juice and soaking in the sun at the beach.

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Business Success Knowledge Circle: How to Rock Video Across your Client Experience
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Certificate of Completion
0.0 Business Success Knowledge Circle: How to Rock Video Across your Client Experience credits  |  Certificate available
0.0 Business Success Knowledge Circle: How to Rock Video Across your Client Experience credits  |  Certificate available